Bridgewealth Advisory Group, LLC
Position in NKX — Nuveen California Amt-Free Quality Municipal Income Fund
CIK 1801982
Fresno, CA
Position in NKX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$667,360
+$35,958 QoQ
Shares Held
53,261
+0.4% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#23
of 84 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NKX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Bridgewealth Advisory Group, LLC holds $1,857,180 across 6 Asset Management names. NKX ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
This page
|
53,261 | $667,360 | |
| 2 | NAC |
Nuveen California Quality Municipal Income Fund
|
36,555 | $443,046 | |
| 3 | PFD |
Flaherty & Crumrine Preferred & Income Fund Inc
|
25,590 | $297,611 | |
| 4 | ARCC |
Ares Capital Corp
|
11,530 | $213,650 | |
| 5 | IAF |
Abrdn Australia Equity Fund, Inc.
|
11,745 | $145,403 | |
| 6 | FT |
Franklin Universal Trust
|
11,173 | $90,110 |
All Filings in NKX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,360 | 53,261 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $631,402 | 53,059 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $658,474 | 52,932 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $667,455 | 52,680 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $617,677 | 52,479 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $660,199 | 52,231 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $572,573 | 42,132 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||